Services We Offer

All organizations have their own unique opportunities and challenges and there is no “one size fits all” approach.  Below are just some of the services we offer:

  • Review, commentary, and guidance on your financial statements including the Income Statement, Balance Sheet, Statement of Cash Flows, and others. Tracking of metrics versus target and prior periods with insight on performance drivers.
  • Business reviews to your leadership team or Board of Directors.
  • Modeling and projections of future performance and scenario planning on new initiatives.
  • Coordination with bankers on covenants and auditors on year-end or interim audits. 
  • Ad hoc reporting and performance and efficiency improvement projects. 
  • Assessment of staff and recommendations. 
  • Risk remediation through lease and contract reviews.
  • Strategic participation in business operations.
  • Sounding board and “devil’s advocate” to owners and executives. 

Please reach out if you see something you need but it’s not listed.  If it’s not in our wheelhouse we likely know someone in our network who can help you.